10/29/2024 | Solstein Capital LLC | 12,405 | $798K | 0.4% | -15.4% | 0.198% | |
10/29/2024 | Farther Finance Advisors LLC | 460 | $30K | 0.0% | N/A | 0.007% | |
10/25/2024 | Diversify Wealth Management LLC | 4,689 | $284K | 0.0% | N/A | 0.075% | |
10/24/2024 | Leuthold Group LLC | 71,111 | $4.57M | 0.5% | -0.5% | 1.138% | |
10/4/2024 | HBW Advisory Services LLC | 11,583 | $745K | 0.1% | N/A | 0.185% | |
8/14/2024 | Insigneo Advisory Services LLC | 3,390 | $195K | 0.0% | N/A | 0.054% | |
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8/12/2024 | Marathon Trading Investment Management LLC | 7,500 | $431K | 0.0% | N/A | 0.120% | |
8/9/2024 | Pekin Hardy Strauss Inc. | 7,930 | $456K | 0.1% | -71.2% | 0.127% | |
8/3/2024 | National Bank of Canada FI | 11,528 | $660K | 0.0% | +48.2% | 0.184% | |
7/31/2024 | Commonwealth Equity Services LLC | 19,005 | $1.09M | 0.0% | -21.9% | 0.304% | |
7/23/2024 | Private Wealth Advisors LLC | 38,605 | $2.21M | 0.9% | +2.9% | 0.618% | |
7/12/2024 | Baldwin Brothers LLC MA | 860 | $49K | 0.0% | N/A | 0.014% | |
5/17/2024 | Walleye Trading LLC | 5,000 | $306K | 0.0% | N/A | 0.080% | |
5/9/2024 | Delos Wealth Advisors LLC | 1,096 | $67K | 0.1% | N/A | 0.018% | |
5/8/2024 | Private Wealth Advisors LLC | 37,507 | $2.30M | 0.9% | N/A | 0.600% | |
5/6/2024 | Leuthold Group LLC | 71,373 | $4.37M | 0.5% | +278.8% | 1.190% | |
5/3/2024 | Delphi Financial Group Inc. | 8,000 | $490K | 0.3% | +25.0% | 0.133% | |
4/29/2024 | Commonwealth Equity Services LLC | 24,346 | $1.49M | 0.0% | +3.3% | 0.406% | |
4/26/2024 | Checchi Capital Advisers LLC | 7,557 | $463K | 0.0% | +28.8% | 0.126% | |
4/24/2024 | Solstein Capital LLC | 14,821 | $907K | 0.6% | -39.3% | 0.247% | |
4/19/2024 | Financial Sense Advisors Inc. | 7,800 | $478K | 0.2% | -91.6% | 0.217% | |
3/28/2024 | Newbridge Financial Services Group Inc. | 1,600 | $105K | 0.1% | +60.0% | 0.044% | |
2/13/2024 | Walled Lake Planning & Wealth Management LLC | 10,794 | $710K | 0.3% | -13.0% | 0.300% | |
2/9/2024 | Advisory Services Network LLC | 12,640 | $832K | 0.0% | +18.7% | 0.351% | |
2/8/2024 | Northeast Financial Group Inc. | 10,004 | $658K | 0.3% | -44.6% | 0.278% | |
2/8/2024 | Laffer Tengler Investments Inc. | 6,302 | $415K | 0.1% | -18.7% | 0.175% | |
2/8/2024 | Janney Montgomery Scott LLC | 10,758 | $708K | 0.0% | N/A | 0.299% | |
2/7/2024 | Checchi Capital Advisers LLC | 5,867 | $386K | 0.0% | -34.8% | 0.163% | |
2/6/2024 | Leuthold Group LLC | 18,843 | $1.24M | 0.2% | -59.5% | 0.523% | |
2/6/2024 | Bordeaux Wealth Advisors LLC | 5,383 | $354K | 0.1% | -35.9% | 0.150% | |
2/5/2024 | Pekin Hardy Strauss Inc. | 27,405 | $1.80M | 0.3% | +84.9% | 0.761% | |
2/2/2024 | Spinnaker Trust | 129,936 | $8.55M | 0.6% | +2.5% | 3.609% | |
1/30/2024 | Delphi Financial Group Inc. | 6,400 | $421K | 0.2% | -8.6% | 0.178% | |
1/23/2024 | Solstein Capital LLC | 24,426 | $1.61M | 1.2% | N/A | 0.679% | |
1/12/2024 | Financial Sense Advisors Inc. | 93,268 | $6.14M | 2.3% | N/A | 2.591% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 3,209 | $206K | 0.0% | N/A | 0.089% | |
11/15/2023 | Scotia Capital Inc. | 6,655 | $414K | 0.0% | -20.3% | 0.185% | |
11/15/2023 | Evergreen Capital Management LLC | 96,660 | $6.01M | 0.3% | -2.8% | 2.685% | |
11/14/2023 | Thomas J. Herzfeld Advisors Inc. | 7,278 | $453K | 0.2% | +97.8% | 0.202% | |
11/13/2023 | WCG Wealth Advisors LLC | 14,865 | $924K | 0.1% | N/A | 0.413% | |
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11/13/2023 | Checchi Capital Advisers LLC | 8,992 | $559K | 0.1% | +23.8% | 0.250% | |
11/8/2023 | Spinnaker Trust | 126,747 | $7.88M | 0.6% | +0.8% | 3.521% | |
11/8/2023 | Pekin Hardy Strauss Inc. | 14,825 | $922K | 0.1% | -3.3% | 0.412% | |
11/8/2023 | Hussman Strategic Advisors Inc. | 12,500 | $777K | 0.1% | -50.0% | 0.347% | |
11/7/2023 | Leuthold Group LLC | 46,511 | $2.89M | 0.4% | -71.5% | 1.292% | |
11/3/2023 | Delphi Financial Group Inc. | 7,000 | $435K | 0.2% | N/A | 0.194% | |
10/27/2023 | Bordeaux Wealth Advisors LLC | 8,400 | $522K | 0.2% | +23.5% | 0.233% | |
10/23/2023 | Commonwealth Equity Services LLC | 14,089 | $876K | 0.0% | -12.6% | 0.391% | |
10/17/2023 | Newbridge Financial Services Group Inc. | 1,000 | $62K | 0.0% | N/A | 0.028% | |
10/11/2023 | Northeast Financial Group Inc. | 18,072 | $1.12M | 0.7% | +18.9% | 0.502% | |
10/5/2023 | Foundations Investment Advisors LLC | 3,750 | $233K | 0.0% | N/A | 0.104% | |
8/11/2023 | V Wealth Advisors LLC | 15,035 | $970K | 0.2% | -1.3% | 0.418% | |
8/11/2023 | Northeast Financial Group Inc. | 15,198 | $981K | 0.6% | N/A | 0.422% | |
8/10/2023 | Checchi Capital Advisers LLC | 7,261 | $469K | 0.0% | +10.3% | 0.207% | |
8/8/2023 | Leuthold Group LLC | 163,200 | $10.53M | 1.4% | -0.5% | 4.663% | |
8/3/2023 | Scotia Capital Inc. | 8,355 | $539K | 0.0% | N/A | 0.239% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 3,672 | $237K | 0.0% | -7.8% | 0.105% | |
8/2/2023 | Cornerstone Wealth Group LLC | 142,983 | $9.23M | 1.7% | N/A | 4.085% | |
8/2/2023 | Bank of Montreal Can | 18,400 | $1.23M | 0.0% | N/A | 0.526% | |
8/1/2023 | Spinnaker Trust | 125,691 | $8.11M | 0.6% | +1.6% | 3.591% | |
7/31/2023 | LPL Financial LLC | 12,668 | $818K | 0.0% | -39.5% | 0.362% | |
7/20/2023 | Pacific Sage Partners LLC | 5,247 | $339K | 0.1% | -13.8% | 0.150% | |
7/11/2023 | Flagship Harbor Advisors LLC | 208,478 | $13.46M | 1.1% | N/A | 5.957% | |
5/12/2023 | Walled Lake Planning & Wealth Management LLC | 12,300 | $863K | 0.5% | N/A | 0.390% | |
5/11/2023 | Camarda Financial Advisors LLC | 25,794 | $1.81M | 1.4% | N/A | 0.819% | |
5/9/2023 | Laffer Tengler Investments | 10,569 | $741K | 0.2% | N/A | 0.336% | |
5/8/2023 | Pekin Hardy Strauss Inc. | 15,325 | $1.08M | 0.1% | +1.3% | 0.487% | |
5/8/2023 | Checchi Capital Advisers LLC | 6,584 | $462K | 0.0% | +6.7% | 0.209% | |
5/5/2023 | Delphi Financial Group Inc. | 5,600 | $393K | 0.2% | N/A | 0.178% | |
5/4/2023 | Bordeaux Wealth Advisors LLC | 6,100 | $428K | 0.2% | N/A | 0.194% | |
5/3/2023 | Krilogy Financial LLC | 18,947 | $1.33M | 0.1% | N/A | 0.601% | |
5/2/2023 | Venturi Wealth Management LLC | 635 | $45K | 0.0% | N/A | 0.020% | |
5/2/2023 | V Wealth Advisors LLC | 15,228 | $1.07M | 0.2% | -3.9% | 0.483% | |
4/18/2023 | Leuthold Group LLC | 164,097 | $11.51M | 1.5% | +147.4% | 5.209% | |
2/14/2023 | Quantitative Advantage LLC | 37,277 | $2.65M | 0.4% | -10.1% | 1.065% | |
2/13/2023 | Pekin Hardy Strauss Inc. | 15,125 | $1.08M | 0.1% | +2.2% | 0.432% | |
2/10/2023 | Checchi Capital Advisers LLC | 6,171 | $439K | 0.0% | -11.8% | 0.176% | |
2/8/2023 | InterOcean Capital Group LLC | 3,080 | $219K | 0.0% | N/A | 0.088% | |
2/7/2023 | Commonwealth Equity Services LLC | 8,435 | $599K | 0.0% | +127.8% | 0.241% | |
2/7/2023 | LPL Financial LLC | 27,996 | $1.99M | 0.0% | +205.6% | 0.800% | |
2/2/2023 | Spinnaker Trust | 123,669 | $8.79M | 0.7% | +5.2% | 3.533% | |
1/31/2023 | Leuthold Group LLC | 66,322 | $4.72M | 0.6% | +3.1% | 1.895% | |
1/31/2023 | Pacific Sage Partners LLC | 6,089 | $433K | 0.1% | N/A | 0.174% | |
1/23/2023 | Jmac Enterprises LLC | 7,857 | $559K | 0.2% | -57.6% | 0.235% | |
1/18/2023 | Private Trust Co. NA | 504 | $36K | 0.0% | +40.0% | 0.016% | |
1/11/2023 | Vigilare Wealth Management | 13,000 | $924K | 0.5% | +36.8% | 0.448% | |
11/16/2022 | CreativeOne Wealth LLC | 153,055 | $9.89M | 0.6% | N/A | 5.566% | |
11/15/2022 | Nvwm LLC | 3,855 | $249K | 0.1% | N/A | 0.140% | |
11/14/2022 | Thomas J. Herzfeld Advisors Inc. | 5,226 | $338K | 0.1% | N/A | 0.174% | |
11/10/2022 | UBS Group AG | 90,592 | $5.85M | 0.0% | +215.1% | 3.020% | |
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11/9/2022 | Checchi Capital Advisers LLC | 6,993 | $452K | 0.0% | -17.2% | 0.233% | |
11/8/2022 | O Dell Group LLC | 396 | $26K | 0.0% | +260.0% | 0.013% | |
10/31/2022 | Leuthold Group LLC | 64,311 | $4.16M | 0.6% | -58.7% | 2.144% | |
10/31/2022 | Antonetti Capital Management LLC | 380 | $25K | 0.0% | N/A | 0.013% | |
10/28/2022 | Spinnaker Trust | 117,576 | $7.60M | 0.6% | N/A | 3.855% | |
10/20/2022 | Jmac Enterprises LLC | 18,518 | $1.20M | 0.3% | +3.4% | 0.650% | |
10/20/2022 | Vigilare Wealth Management | 9,500 | $614K | 0.8% | N/A | 0.333% | |
9/16/2022 | Private Trust Co. NA | 360 | $25K | 0.0% | N/A | 0.014% | |
9/12/2022 | Hussman Strategic Advisors Inc. | 25,000 | $1.72M | 0.3% | +2,400.0% | 0.980% | |
8/11/2022 | Checchi Capital Advisers LLC | 8,448 | $593K | 0.1% | -33.0% | 0.331% | |